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Boomfish Wealth Group’s Lockheed Martin LMT Stock Holding History

Boomfish Wealth Group’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Buy
5,729
+305
+6% +$165K 1.33% 26
2026
Q1 		$3.28M Sell
5,424
-309
-5% -$190K 1.75% 14
2025
Q4 		$2.77M Sell
5,733
-4
-0.1% -$1.91K 1.48% 26
2025
Q3 		$2.86M Buy
5,737
+367
+7% +$167K 1.54% 25
2025
Q2 		$2.49M Buy
5,370
+149
+3% +$69.7K 1.44% 29
2025
Q1 		$2.33M Buy
5,221
+273
+6% +$126K 1.51% 30
2024
Q4 		$2.4M Buy
4,948
+224
+5% +$122K 1.46% 22
2024
Q3 		$2.76M Sell
4,724
-337
-7% -$181K 1.69% 15
2024
Q2 		$2.36M Sell
5,061
-38
-0.7% -$17.6K 1.53% 25
2024
Q1 		$2.32M Buy
5,099
+461
+10% +$202K 1.56% 22
2023
Q4 		$2.1M Buy
+4,638
New +$2.05M 1.52% 29

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boomfish Wealth Group's LMT Position: Q2 2026 in Review

Boomfish Wealth Group increased its Lockheed Martin (LMT) stake by 5.6% in Q2 2026, buying an estimated $165K and bringing the position to 5,729 shares worth $2.92M. The position accounts for 1.33% of the portfolio, ranked #26.

Boomfish Wealth Group first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.28M in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Boomfish Wealth Group held 5,729 shares of Lockheed Martin worth $2.92M as of Q2 2026.
  • Boomfish Wealth Group bought 305 Lockheed Martin shares in Q2 2026, an estimated $165K.
  • Lockheed Martin made up 1.33% of Boomfish Wealth Group's portfolio in Q2 2026, its #26 holding.
  • Boomfish Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Boomfish Wealth Group's Lockheed Martin position peaked at $3.28M in Q1 2026.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.